Stirling Bridge Wealth Partners provides investment management services to high net worth individuals. The firm creates personalized investment strategies based on each client's goals, risk tolerance, and financial situation. Stirling Bridge also manages assets held away, such as 401(k)s, using a third-party platform to implement tax-efficient asset allocation and rebalancing strategies.
Assets Under Management$67M
Clients53
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...